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LUNCH AND LEARN!

Lunch & Learn!

Lunch & Learn is our FREE 30-45 minute training scheduled during a work day. We’ll present a topic and you can enjoy your lunch in a virtual community with other Epicor users. In general, we use an Epicor 10 environment for demonstrations.

We ask you to sign up (prior to 8am one business day before the event) via email to LunchNLearn at CodaBears dot com or call (630) 672-7688. Space is strictly limited. Dial-in information will be sent one to two days prior to the session.

Join the Lunch & Learn mailing list to be notified of upcoming topics.

Recordings of past Lunch & Learn sessions are available on the CodaBears YouTube Channel.
If you want to play all the videos in a loop, you can use this HTML page.

Upcoming topics

L&L Periodic Posting Process Alterations

Click here to add to your calendar. November 5 2024 12:00 pm November 5 2024 12:30 pm America/Chicago L&L Periodic Posting Process Alterations Join us for a review of customizing the description text for Posting Rules. Older Epicor versions use "Periodic Posting Process" as the description for many GL transactions. We will show an overview of steps that you or CodaBears can take to give you more meaningful text for these descriptions. Some newer versions of Epicor have better descriptions shown but those can be customized too! Take this time to get a peek into the possibilities that exist for customizing Posting Rules. 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Karen Schoenung

November 5, 2024, Noon CST

Join us for a review of customizing the description text for Posting Rules. Older Epicor versions use "Periodic Posting Process" as the description for many GL transactions. We will show an overview of steps that you or CodaBears can take to give you more meaningful text for these descriptions. Some newer versions of Epicor have better descriptions shown but those can be customized too! Take this time to get a peek into the possibilities that exist for customizing Posting Rules.

L&L Accountant Assistance Program

Click here to add to your calendar. November 7 2024 12:00 pm November 7 2024 12:30 pm America/Chicago L&L Accountant Assistance Program Do you need to have another set of eyes on your Epicor Financial situation? Join CodaBears to learn how approach a financial review, regarding GL's, AP and AR. We will train for Best Practices in Epicor and show you the overview to get started with CodaBears and how to strengthen your Epicor Financial system. 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Frank Jones

November 7, 2024, Noon CST

Do you need to have another set of eyes on your Epicor Financial situation? Join CodaBears to learn how approach a financial review, regarding GL's, AP and AR. We will train for Best Practices in Epicor and show you the overview to get started with CodaBears and how to strengthen your Epicor Financial system.

L&L Financial Report Designer (Income Statement)

Click here to add to your calendar. November 12 2024 12:00 pm November 12 2024 12:30 pm America/Chicago L&L Financial Report Designer (Income Statement) You've worked hard to put the data into the General Ledger and your Trial Balance looks correct. Let's use the Financial Report Designer to summarize all that information into a traditional income statement for the current month and year to date. Want to compare the numbers to the budget? We can do that as well or as a year over year comparison. Come join us for this informative session! 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Barb Hemme

November 12, 2024, Noon CST

You've worked hard to put the data into the General Ledger and your Trial Balance looks correct. Let's use the Financial Report Designer to summarize all that information into a traditional income statement for the current month and year to date. Want to compare the numbers to the budget? We can do that as well or as a year over year comparison. Come join us for this informative session!

L&L Financial Report Designer (Balance Sheets)

Click here to add to your calendar. November 14 2024 12:00 pm November 14 2024 12:30 pm America/Chicago L&L Financial Report Designer (Balance Sheets) This report will pull in ending balances for a certain period and report them in a traditional Balance Sheet format. You can get a snapshot of your Balance Sheet to make sure your Assets equal your Liabilities and Equities. We add up the Net Income and add in to the report to make sure we BALANCE! Come and have some fun developing this report. It will save you time and energy! 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Barb Hemme

November 14, 2024, Noon CST

This report will pull in ending balances for a certain period and report them in a traditional Balance Sheet format. You can get a snapshot of your Balance Sheet to make sure your Assets equal your Liabilities and Equities. We add up the Net Income and add in to the report to make sure we BALANCE! Come and have some fun developing this report. It will save you time and energy!

L&L Research & Development Credits

Click here to add to your calendar. November 21 2024 12:00 pm November 21 2024 12:30 pm America/Chicago L&L Research & Development Credits How to track R&D efforts using Project Management in Epicor. We will cover the management of expenses and jobs related to R&D projects, with a focus on tracking through various modules like Document Management, Time & Attendance, Reporting & Analytics, and Compliance. This structure helps streamline R&D operations, ensuring accurate tracking and reporting for financial credits and compliance requirements, ultimately supporting more efficient research and development efforts within a business. 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Calvin Dekker

November 21, 2024, Noon CST

How to track R&D efforts using Project Management in Epicor. We will cover the management of expenses and jobs related to R&D projects, with a focus on tracking through various modules like Document Management, Time & Attendance, Reporting & Analytics, and Compliance. This structure helps streamline R&D operations, ensuring accurate tracking and reporting for financial credits and compliance requirements, ultimately supporting more efficient research and development efforts within a business.

L&L Manufacturing Clean Up Processes

Click here to add to your calendar. November 26 2024 12:00 pm November 26 2024 12:30 pm America/Chicago L&L Manufacturing Clean Up Processes In this Lunch & Learn, we'll dive into essential Manufacturing Clean Up Processes for system management. Learn how to streamline Purchasing, Jobs, Orphaned WIP, Labor, and Inventory to ensure smooth operations. Join us to keep your manufacturing processes efficient and error-free! 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Calvin Dekker

November 26, 2024, Noon CST

In this Lunch & Learn, we'll dive into essential Manufacturing Clean Up Processes for system management. Learn how to streamline Purchasing, Jobs, Orphaned WIP, Labor, and Inventory to ensure smooth operations. Join us to keep your manufacturing processes efficient and error-free!

L&L Financial Clean Up Processes

Click here to add to your calendar. December 3 2024 12:00 pm December 3 2024 12:30 pm America/Chicago L&L Financial Clean Up Processes Join this Lunch & Learn to explore Finance Clean Up Processes for effective system management. We'll cover essential tasks to keep AR, AP, GL, Bank Statements, Customer Credit, Batches, and GL WIP running smoothly. Ensure your financial operations are streamlined and error-free! 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Calvin Dekker

December 3, 2024, Noon CST

Join this Lunch & Learn to explore Finance Clean Up Processes for effective system management. We'll cover essential tasks to keep AR, AP, GL, Bank Statements, Customer Credit, Batches, and GL WIP running smoothly. Ensure your financial operations are streamlined and error-free!

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